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Defined Contribution Pension Plan: Fidelity Investments Individual Counseling Session

The University offers individual counseling sessions with investment professionals Fidelity Investments throughout the year.  This is an opportunity for you to discuss your retirement needs and review your portfolio.

Individual counseling sessions will take place between 8:30 a.m. and 5:00 p.m.  Each session is on a scheduled reservation basis only.

To make your reservation with Fidelity Investments please call Fidelity’s Central Reservations Systems at 1-800-642-7131.

Fidelity will send a reminder card to your home one (1) week prior to your scheduled appointment.

 

Health Science Campus

Student Faculty Center, Rm. 115

Monday, July 6, 2015
Wednesday, August 12, 2015
Thursday, September 3, 2015
Thursday, October 8, 2015
 

Ambler Campus

Widener Hall - Room 220

Friday, September 25, 2015
 

TASB

2450 W. Hunting Park Ave.

1st Floor Conference Room

Friday, August 21, 2015
Friday, October 16, 2015
 
 
           School of Podiatric Medicine            Dean’s Conference Room
Wednesday, November 11, 2015
 

If you have any questions or require additional information please, contact the Human Resources Benefits office at 215-926-2270 or 7-2270.

 

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